How to increase your wealth under Labour: The stocks experts tip to invest in
July 15, 2024
For better or for worse, we have five years of a Labour government ahead of us. Although there is little
Artificial intelligence is transforming global business: Why investors must look beyond the technology sector
June 19, 2024
The performance of Nvidia, the undisputed winner in commercialising AI, bears testimony to the huge surge in interest and the excitement around artificial intelligence (AI).
Read more...Making shareholder engagement count
May 20, 2024
What is the difference between William Tell and outgoing Sika chair Peter Hälg? William Tell represents the myth and reality of Swiss independence. Not too
Read more...Opportunity knocks beyond the magnificent seven
April 23, 2024
The ‘great rotation’ in stock markets since the US Fed started raising rates at the end of 2021 has favoured many great technology companies. However,
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Commentary
Global Quality, Global OpportunitiesJune 19, 2024
We invest in global companies that have great quality and can generate long-term compound returns. We look for businesses with strong competitive positions in good
Read more...Commentary
Quality PrevailsMay 20, 2024
This month marked a historic Berkshire Hathaway annual meeting. It was a celebration of Charlie Munger’s legacy, Berkshire’s record of creating a company with US$897bn
Read more...Commentary
Engagement MattersApril 22, 2024
The strong performance of our World Stars Global Equity strategy has vindicated our view that the US and European economies would continue to be resilient
Read more...Zwei Wealth Conference: Asset Manager Reaches Out For The Stars
June 13, 2024
The search for the best asset manager is over. J Stern & Co. has won the 2024 Best Management Award
A tech bubble? We’re not even close
May 17, 2024
Nvidias’ valuation is “very reasonable” and Alphabet is cheap, according to J. Stern & Co.’s Chris Rossbach. Investor demand for
Berkshire after Buffett: can any stockpicker follow the Oracle?
May 2, 2024
Warren Buffett’s deputies are trailing both their mentor and the market, according to a Financial Times analysis that examined the
Winston Capital Advisors Interview: Christopher Rossbach
March 14, 2024
Winston Capital Advisors interviews Christopher Rossbach and Felipe de Grado on managing a quality growth portfolio of global companies.